Senior Wealth Advisor

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Miami. To view other open roles, visit jobs.lead-advisor.com Our client is an independent, fee-only Registered Investment Advisor serving individuals, families, and business owners, with thoughtful, holistic wealth management. They are a team that believes financial advice is deeply personal — shaped as much by a client’s values, life story, and aspirations as by the numbers and the investment strategies. Their purpose is to illuminate with clarity and peace of mind people’s money and life decisions. They care more about maximizing Return on Life than return on investments. They help clients reimagine life’s defining financial moments, together. They are growing, and we are looking for a Senior Wealth Advisor who shares their commitment to doing great work, growing personally and professionally, and helping the people around them get better too. The Role As a Senior Wealth Advisor, your service-oriented nature, relational intelligence, advanced planning experience, and impeccable attention to detail are key in this position. You lead the client experience end-to-end — from discovery and planning through ongoing advice — while partnering with a supportive team of Client Advisors and operational staff to deliver an integrated wealth experience. You also have a growth mindset and aspire to grow your network and the client base to play a pivotal role in growing the firm by building referral relationships, activating client referral strategies, supporting marketing initiatives, and mentoring fellow advisors. This role is ideal for an experienced advisor who views financial planning as more than a technical exercise — someone genuinely curious about life planning, integrative wealth approaches, behavioral finance, and the psychology behind how clients make decisions. In This Role, You Will Serve as the primary point of contact for your assigned client relationships, building deep trust over time that creates clients for life. Lead discovery conversations, annual reviews, and planning meetings with clarity and warmth. Develop and deliver tailored financial plans covering retirement, investments, tax, estate, insurance, and cash flow. Approve investment strategy and Investment Policy Statements (IPS) recommendations for clients. Oversee trade execution and monitoring of portfolios together with our investment team, consistent with the firm’s investment philosophy. Work alongside a collaborative team — Client Advisors, Associates, and Operations — to deliver a seamless, integrated client experience. Mentor and develop Client Advisors and Associates, review their work product, and help raise the bar for the whole team. Contribute to the firm’s growth initiatives through prospecting, referrals, and marketing initiatives. Invest in your own learning and professional growth — and share what you learn with the team. Responsibilities Client Service and Advice Proactively manage client relationships and lead the full meeting cycle: discovery, planning, reviews, and ongoing check-ins. Build and maintain tailored comprehensive financial plans using the firm’s planning tools, ensuring plans evolve as client lives change. Serve as a subject matter resource on estate and trust planning, tax planning, Social Security, retirement income, and related topics. Review and finalize plans, meeting agendas, and deliverables prepared by Client Advisors. Review client documents — investment statements, tax returns, insurance policies, estate documents — and translate findings into clear recommendations. Bring a holistic lens to every relationship, drawing on life planning, integrative wealth, behavioral finance, and client psychology to understand what clients truly want and why. Own every client interaction through to completion — take responsibility, follow through, and communicate clearly. Investment Management Create Investment Policy Statements (IPS) and provide strategic recommendations for portfolio implementations for assigned relationships. Participate in the Investment Committee Meetings (IMC) and contribute to the research of investment ideas, asset classes, and review of strategies in conjunction with Helios Quantitative Tools, our investment consultant. Partner with the investment team to implement portfolios that align with each client’s goals, risk profile, and tax situation. Team Leadership and Mentorship Coach and develop Client Advisors, providing feedback, training, and real-time guidance on client work. Help build firm-wide templates, checklists, and best practices for common planning topics. Participate actively in team meetings and cross-functional projects; help remove bottlenecks and improve how the team works. Support senior leadership in evaluating team performance and identifying growth opportunities. Business Development, Marketing, and Prospecting Actively participate in the firm’s growth initiatives — client referrals, prospect meetings, and sales conversations. Build and nurture relationships with Centers of Influence (COIs) such as attorneys, CPAs, and other professional partners. Contribute to marketing initiatives — newsletters, social media, website updates, educational events, webinars, and client appreciation events. Clearly communicate the firm\'s brand, story, and value proposition to prospects, partners, and the community. Represent the firm at industry events, conferences, and local networking opportunities. Self-Development and Growth Maintain an up-to-date understanding of financial planning techniques, investment markets, tax law, and industry regulations. Pursue continuing education, designations, and specialized training aligned with your interests and the firm’s needs. Deepen knowledge in holistic planning practices — including life planning, integrative wealth approaches, behavioral finance, and client psychology — and bring those insights back to the team. Share learnings through internal presentations, case discussions, or written materials that help fellow advisors grow. Seek and accept feedback gracefully, and make changes that improve your craft. Compliance and Operations Complete compliance reviews, reporting, and client service tasks on time and accurately. Help identify process improvements and contribute to a culture of quality and accountability. Who You Are You are a seasoned, CFP®-credentialed advisor who genuinely enjoys being in front of clients. You are analytical without being mechanical, you exhibit compassion above your professional approach, you are confident yet personable. You treat colleagues and clients with the same respect you would want for yourself — the Golden Rule, lived every day. You take ownership. Every client interaction is yours to see through. You are dependable. You do what you say you’ll do, and more. You bring a strong work ethic and a positive, “can do” attitude to the team. You are a team player — you lift others up, share knowledge generously, and help make the firm a great place to work. You handle problems well. You anticipate issues, address them head-on, and keep leadership informed. You take direction and feedback graciously and adjust quickly. You are honest, discreet, and protective of client and colleague confidentiality. You are flexible and adaptable — comfortable across different people, tasks, and environments. You are curious about the human side of money and want to keep learning. Qualifications Required Bachelor’s Degree and 7+ years of experience as a client-facing financial advisor. CFP® certification; or comparable in depth wealth planning expertise. Demonstrated success managing client relationships and leading financial planning engagements. Strong technical command of financial planning — retirement, tax, estate, investments, insurance, and Social Security. Excellent written, verbal, and interpersonal communication skills. Proficiency with Microsoft Office and comfort with planning software technology (eMoney or similar) strong familiarity of CRMs with preferred knowledge of Salesforce. Working knowledge of portfolio reporting software such as Addepar Ability to maintain strict confidentiality and exercise sound judgment. Preferred Experience in an RIA environment; with preference in working with Schwab and Fidelity as custodian platforms. Genuine interest or prior study in holistic planning practices — life planning, integrative wealth, behavioral finance, or client psychology. Experience mentoring or supervising other advisors. Demonstrated success in business development, COI cultivation, or marketing and event programs. Familiarity with advanced planning and investment tools such as Holistiplan, Stratifi, Addepar, YCharts, Vanilla estate planning. Comfortable with adopting new technologies to improve efficiencies over time and familiarity with foundational usage of AI LLMs or similar AI powered tools. What We Offer Competitive base salary and performance-based bonus. 401(k) participation after three months, with employer matching contribution. Employer-paid medical insurance premium (individual base-level coverage); additional plans available at additional cost Flexible time off, in accordance with firm policy. Paid holidays, in accordance with firm policy. Education reimbursement for approved professional development as well as certification granting programs A collaborative, growth-oriented team that genuinely enjoys working together. Allocation for Pro-Bono and charitable days and hours #J-18808-Ljbffr